Q: I have been watching ESI as part of my speculative portfolio. The ~8% div yield is currently unsustainable based on current earnings yet their acquisition of Trinidad at 40% of its value is somewhat compelling for future appreciation. They have indicated their plan to reduce debt and clean their financial statements yet, while the sector is negative, your opinion would be appreciated. Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Could I have your opinion on Nutrien? Thanks.
Q: Would you please update your views on BT:US.
I've read your last comments about the past, but what do you think the future holds?
I've read your last comments about the past, but what do you think the future holds?
Q: Your thoughts on TCW? They continue to aggressively buy back shares. Would you pick away a little here as it seems to be forming a base here.
Q: How does the Interest rates NOT increasing anymore according to U.S. and Bank of Canada affect the utility and financial sectors. How much volatility should I expect in these sectors over the remainder of 2019.
Ernie
Ernie
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
Q: Can you compare csh.un & car.un for total return over 5 yrs. and why
Thank you
Thank you
Q: To get some exposure to Europe, can you recommend 3 or 4 US/S&P 500 companies? Thanks.
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
- Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: My international allocation currently resides with VI and VIU. What are the downsides of switching these two for VIDY for more yield?
Thx.
Thx.
- Bank of Nova Scotia (The) (BNS)
- Crius Energy Trust (KWH.UN)
- abrdn Asia-Pacific Income Fund VCC (FAP)
Q: Good morning. I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last"
Thank you,
Fran
Thank you,
Fran
Q: Do you have a preference between BCE and T? If so please state your reasons. Thanks.
Q: Hi 5i, Please have your thoughts on recent quarterly report from Shaw. I bought a half position in January after their quarter looked great. Do you recommend I top the position up after today or better to wait or sell? Thanks Rob
Q: Hello. My question is about the market value of ETF's. How does the market value relate to the NAV? Does the M.V. get adjusted to the total NAV of the underlying stocks? And if yes, how often does the revaluation happen. Basically, when I purchase an ETF, am I paying an amount (MV) that that might be higher than the underlying NAV of the ETF?
Thank you.
Thank you.
Q: Can I get your opinion on Maple Leaf for a multi year hold, please.
Carl
Carl
Q: Seems like an interesting company concept - but would you recommend a buy at this time for a 3 year hold and what are the risks that you see - many thanks - Ken
Q: Some months ago 5i suggested SJR had challenges. What are those challenges, in as much detail as possible, and are they being addressed successfully? What are the pros and cons of owning a long-term position in SJR?
Q: InPortfolio analytics, with the addition of the value of a defined benefit pension(roughly $80,000/yr becomes $2,000,000 in value), you add this value to the fixed income part of the portfolio. I know it's a difficult thing to calculate, but these pensions all invest in various forms of investments including equity, so some of your fixed income is already ion equity but not shown in your analysis.
Cheers, and thanks for every thing you provide us in a difficult investment world.
Slainte. Chris
Cheers, and thanks for every thing you provide us in a difficult investment world.
Slainte. Chris
- Bank of America Corporation (BAC)
- Vanguard Dividend Appreciation FTF (VIG)
- Old Republic International Corporation (ORI)
- iShares Select Dividend ETF (DVY)
- iShares Core Dividend Growth ETF (DGRO)
Q: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?
Q: WHAT DO YOU ADVISE FOR TSF FOR A 78 YEARS OLD SENIOR ?
THANK YOU
EBRAHIM
THANK YOU
EBRAHIM
Q: Hi Team
I am looking for oil companies to invest in, I would like a mid to small cap, company with reasonable debt and fairly decent cash flow. I don't mind taken higher risk with small caps, I just feel that it gives me a better upside, and like I say I don't mind the risk. Would like a little in the oil sands as I see the wti discount is a lot lower than before and have read that the world refineries are short of the heavy oil, not sure if this is true or not. Lastly what gas producers will benefit from the new pipe line and refinery, assuming that the darn thing gets build. I know I have asked a few questions so please take as many credits as you like
Thank-you
Auftar
I am looking for oil companies to invest in, I would like a mid to small cap, company with reasonable debt and fairly decent cash flow. I don't mind taken higher risk with small caps, I just feel that it gives me a better upside, and like I say I don't mind the risk. Would like a little in the oil sands as I see the wti discount is a lot lower than before and have read that the world refineries are short of the heavy oil, not sure if this is true or not. Lastly what gas producers will benefit from the new pipe line and refinery, assuming that the darn thing gets build. I know I have asked a few questions so please take as many credits as you like
Thank-you
Auftar
Q: Good Morning 5i,
Can I get your latest opinion on GOOS, it hasn't been performing great. Do you see it as somewhat of a China trade proxy as it is looking to further expand into China?
Thanks!
Dave
Can I get your latest opinion on GOOS, it hasn't been performing great. Do you see it as somewhat of a China trade proxy as it is looking to further expand into China?
Thanks!
Dave